MANCHESTER HISTORICAL SOCIETY INCORPORATED: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MANCHESTER HISTORICAL SOCIETY INCORPORATED (EIN 23-7002464)
- Tax period
- 2011-10-01 to 2012-09-30
- Filed
- 2013-01-25
- IRS object ID
- 201310259349300331
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-01-25T11:47:51-08:00 | Timestamp |
| Tax Period End Date | 2012-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pue Chick Leibowitz & Blezard LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 76 South Frontage Rd | AddressLine1 |
| City | Vernon Rockville | City |
| State | CT | State |
| ZIP Code | 060661650 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237002464 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MANCHESTER HISTORICAL SOCIETY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MANC | NameControl |
| Phone | 8606479983 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 106 HARTFORD ROAD | AddressLine1 |
| City | MANCHESTER | City |
| State | CT | State |
| ZIP Code | 06040 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN DORMER | Name |
| Title | President | Title |
| Date Signed | 2013-01-25 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Michael R Blezard | Name |
| Phone | 8608711722 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JOHN DORMER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 58 PATRIOT LANE | AddressLine1 |
| City | MANCHESTER | City |
| State | CT | State |
| ZIP Code | 06040 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 236474 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.manchesterhistory.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1965 | YearFormation |
| State Legal Domicile | CT | StateLegalDomicile |
| Activity Or Mission Description | Historical Society | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 98446 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 101482 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 10786 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 9856 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 5018 | InvestmentIncomePriorYear |
| Investment Income Current Year | 39524 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 81941 | OtherRevenuePriorYear |
| Other Revenue Current Year | 79726 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 196191 | TotalRevenuePriorYear |
| Total Revenue Current Year | 230588 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 18510 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 35302 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 11515 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 167340 | OtherExpensePriorYear |
| Other Expenses Current Year | 166182 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 185850 | TotalExpensesPriorYear |
| Total Expenses Current Year | 201484 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 10341 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 29104 | RevenuesLessExpensesCY |
| Total Assets BOY | 2310822 | TotalAssetsBOY |
| Total Assets EOY | 2436509 | TotalAssetsEOY |
| Total Liabilities BOY | 3677 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 6716 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2307145 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2429793 | NetAssetsOrFundBalancesEOY |
| Mission Description | Historical Society | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 150090 | Expense |
| Description | The organization is a local historical society dedicated to preserving and maintaining historical artifacts of Manchester, Connecticut. It presents lecture series and museum exhibits which are open to the public. It also maintains several historic buildings and collections of historic artifacts, artwork, and furniture which are also open to the public. | Description |
| Total Program Service Expense | 150090 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 3 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 1 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Form8886 T Filed | false | Form8886TFiled |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Non Deductible Disclosure | false | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Quid Pro Quo Disclosure | false | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Form720 Filed | false | Form720Filed |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Policies Reference Chapters | false | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JOHN DORMER | NamePerson |
| Telephone Number | 8606479983 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 PINE STREET | AddressLine1 |
| City | MANCHESTER | City |
| State | CT | State |
| ZIP Code | 06040 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (12 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| PAULA VISCOGLIOSI | ||||||
| Director | 0.00 | X | 0 | 0 | 0 | |
| JOSEPH SOBANSKI | ||||||
| Director | 0.00 | X | 0 | 0 | 0 | |
| DAVID SMITH | ||||||
| Director | 0.00 | X | 0 | 0 | 0 | |
| JASON SCAPPATICCI | ||||||
| Director | 0.00 | X | 0 | 0 | 0 | |
| THERESA PARLA | ||||||
| Director | 0.00 | X | 0 | 0 | 0 | |
| DENNIS GLEESON | ||||||
| Director | 0.00 | X | 0 | 0 | 0 | |
| MARSHA GUNTHER | ||||||
| Secretary | 0.00 | X | 0 | 0 | 0 | X |
| VIVIAN FERGUSON | ||||||
| Director | 0.00 | X | 0 | 0 | 0 | |
| MARY DUNNE | ||||||
| Director | 0.00 | X | 0 | 0 | 0 | |
| JOHN DORMER | ||||||
| President | 0.00 | X | 0 | 0 | 0 | X |
| JOHN COONEY | ||||||
| Director | 0.00 | X | 0 | 0 | 0 | |
| EMILY BLOOM | ||||||
| Director | 0.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 101482 | AllOtherContributions |
| Total Contributions | 101482 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| Membership Dues & Assessments | 9440 | 9440 |
| Admissions | 416 | 416 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 9856 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 39524 | TotalRevenueColumn |
| Exclusion | $39,524 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 33396 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 5886 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 27510 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 27510 | TotalRevenueColumn |
| Exclusion | $27,510 | ExclusionAmount |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 44893 | GrossIncomeFundraisingEvents |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 44893 | TotalRevenueColumn |
| Exclusion | $44,893 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 6143 | GrossSalesOfInventory |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6143 | TotalRevenueColumn |
| Exclusion | $6,143 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Miscellaneous Revenue | Description |
| Total Revenue Column | 1180 | TotalRevenueColumn |
| Exclusion | $1,180 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1180 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 230588 | TotalRevenueColumn |
| Related Or Exempt Function Income | 9856 | RelatedOrExemptFunctionIncome |
| Exclusion | $119,250 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31313 | Total |
| Program Services | 31313 | ProgramServices |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3989 | Total |
| Program Services | 3989 | ProgramServices |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8681 | Total |
| Management And General | 8681 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 458 | Total |
| Program Services | 389 | ProgramServices |
| Management And General | 46 | ManagementAndGeneral |
| Fundraising | 23 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51422 | Total |
| Program Services | 35995 | ProgramServices |
| Management And General | 8228 | ManagementAndGeneral |
| Fundraising | 7199 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16008 | Total |
| Program Services | 13610 | ProgramServices |
| Management And General | 2161 | ManagementAndGeneral |
| Fundraising | 237 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| RESTORATION, ACQUISITION & EXH | 6332 | 6332 | ||
| INVESTMENT FEES | 8588 | 6441 | 2147 | |
| M&R | 17136 | 10282 | 6854 | |
| Utilities | 28583 | 24296 | 2858 | 1429 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28974 | Total |
| Program Services | 17443 | ProgramServices |
| Management And General | 8904 | ManagementAndGeneral |
| Fundraising | 2627 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 201484 | Total |
| Program Services | 150090 | ProgramServices |
| Management And General | 39879 | ManagementAndGeneral |
| Fundraising | 11515 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24862 | BOY |
| EOY | 28803 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 305130 | BOY |
| EOY | 284721 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10000 | BOY |
| EOY | 21623 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16368 | BOY |
| EOY | 15437 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4407 | BOY |
| EOY | 3170 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1507038 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 428537 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1068740 | BOY |
| EOY | 1078501 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 881315 | BOY |
| EOY | 1004254 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2310822 | BOY |
| EOY | 2436509 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15 | BOY |
| EOY | 4933 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2512 | BOY |
| EOY | 341 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1150 | BOY |
| EOY | 1442 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3677 | BOY |
| EOY | 6716 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1228958 | BOY |
| EOY | 1273790 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1078187 | BOY |
| EOY | 1156003 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2307145 | BOY |
| EOY | 2429793 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2310822 | BOY |
| EOY | 2436509 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 29104 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 93544 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
| Federal Grant Audit Performed | false | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 148002 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 73019 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 569447 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 109176 | CurrentTaxYearMinus1Year |
| Current Tax Year | 110922 | CurrentTaxYear |
| Total | 1010566 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10017 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 15062 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7118 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8559 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7739 | CurrentTaxYear |
| Total | 48495 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Tax Rev Levied For Org Benefit509 TaxRevLeviedForOrgBenefit509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Of Svcs Fclts Furnishd By Govt ValueOfSvcsFcltsFurnishdByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 24999 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 24999 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 24999 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 24999 | CurrentTaxYearMinus1Year |
| Current Tax Year | 24999 | CurrentTaxYear |
| Total | 124995 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 183018 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 113080 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 601564 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 142734 | CurrentTaxYearMinus1Year |
| Current Tax Year | 143660 | CurrentTaxYear |
| Total | 1184056 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 1184056 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 34426 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 24735 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4857 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5018 | CurrentTaxYearMinus1Year |
| Current Tax Year | 26054 | CurrentTaxYear |
| Total | 95090 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 34426 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 24735 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4857 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5018 | CurrentTaxYearMinus1Year |
| Current Tax Year | 26054 | CurrentTaxYear |
| Total | 95090 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 34960 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 40731 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 62458 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 79324 | CurrentTaxYearMinus1Year |
| Current Tax Year | 79789 | CurrentTaxYear |
| Total | 297262 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 252404 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 178546 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 668879 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 227076 | CurrentTaxYearMinus1Year |
| Current Tax Year | 249503 | CurrentTaxYear |
| Total | 1576408 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.75110 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.78660 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.06030 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.05980 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 20000 | OtherCostOrOtherBasis |
| Book Value | 20000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 263000 | OtherCostOrOtherBasis |
| Depreciation | 136304 | Depreciation |
| Book Value | 126696 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 880475 | OtherCostOrOtherBasis |
| Depreciation | 197848 | Depreciation |
| Book Value | 682627 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7239 | OtherCostOrOtherBasis |
| Depreciation | 5511 | Depreciation |
| Book Value | 1728 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 336324 | OtherCostOrOtherBasis |
| Depreciation | 88874 | Depreciation |
| Book Value | 247450 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1078501 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SECURITY DEPOSITS | Description |
| Amount | $1,442 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1442 | TotalOfAmounts |
| Total Revenue | 230588 | TotalRevenue |
| Total Expenses | 201484 | TotalExpenses |
| Excess Or Deficit For Year | 29104 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 87658 | NetUnrealizedGLOnInvestments |
| Other | $5,886 | OtherAmount |
| Total Adjustments | 93544 | TotalAdjustments |
| Excess Or Deficit Per FS | 122648 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 350631 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 87658 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 26499 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 5886 | OtherRevenues |
| Revenue Not Rptd F990 | 120043 | RevenueNotRptdF990 |
| Revenue Subtotal | 230588 | RevenueSubtotal |
| Total Revenue Per Form990 | 230588 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 227983 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 26499 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 26499 | ExpensesNotRptdF990 |
| Expenses Subtotal | 201484 | ExpensesSubtotal |
| Total Expenses Per Form990 | 201484 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part X | Part X : FIN48 Footnote | Management of the Society evaluates all significant tax positions as required by accounting principles generally accepted in the United States of America. As of September 30, 2012, management does not believe that it has taken any tax positions that would require the recording of any additional tax liability nor does it believe that there are any unrealized tax benefits that would either increase or decrease within the next twelve months. The Society's income tax returns are subject to examination by the appropriate taxing jurisdictions. As of September 30, 2012, the Society's federal and state tax returns generally remain open for audit for three years after the date filed. |
| Part XII, Line 2d | Part XII, Line 2d: Other revenue amounts included in F/S but not included on form 990 | $5886 |
| Part XI, Line 8 | Part XI, Line 8: Other Changes in Net Assets or Fund Balances | RENTAL EXPENSE $5886 IN KIND CONTRIBUTIONS $26499 IN KIND CONTRIBUTIONS $ -26499 |
| Part III, Line 1a | Part III, Line 1a: If organization elected under SFAS 116 to not report are, historical treasures, o | The collections also include a variety of antique furniture, fine artwork and various military and historic artifacts. All items in this category have been deemed inexhaustible assets. The Society has elected not to capitalize the items in this category of the collection. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agreement Ref Fundraising | false | AgreementRefFundraising |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | VARIOUS SMALL FUNDRAISERS | NameOfEvent1 |
| Gross Receipts Event1 | 44893 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 44893 | GrossRevenueEvent1 |
| Gross Receipts Total | 44893 | GrossReceiptsTotal |
| Gross Revenue Total Events | 44893 | GrossRevenueTotalEvents |
| Net Income Summary | 44893 | NetIncomeSummary |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (15 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part IX, Line 24e | Form 990, Part IX, Line 24e: Other Expenses | Telephone: Column (A) - Total = $4931; Column (B) - Program Services = $3945; Column (C) - Management & General = $493; Column (D) - Fundraising = $493 |
| Form 990, Part IX, Line 24e | Form 990, Part IX, Line 24e: Other Expenses | Taxes: Column (A) - Total = $2632; Column (B) - Program Services = $0; Column (C) - Management & General = $2632; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e | Form 990, Part IX, Line 24e: Other Expenses | SUPPLIES: Column (A) - Total = $1208; Column (B) - Program Services = $966; Column (C) - Management & General = $121; Column (D) - Fundraising = $121 |
| Form 990, Part IX, Line 24e | Form 990, Part IX, Line 24e: Other Expenses | Special Events: Column (A) - Total = $296; Column (B) - Program Services = $296; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e | Form 990, Part IX, Line 24e: Other Expenses | Printing and Publications: Column (A) - Total = $2727; Column (B) - Program Services = $2454; Column (C) - Management & General = $273; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e | Form 990, Part IX, Line 24e: Other Expenses | Postage and Shipping: Column (A) - Total = $1299; Column (B) - Program Services = $1039; Column (C) - Management & General = $130; Column (D) - Fundraising = $130 |
| Form 990, Part IX, Line 24e | Form 990, Part IX, Line 24e: Other Expenses | Other Expense: Column (A) - Total = $3066; Column (B) - Program Services = $0; Column (C) - Management & General = $3066; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e | Form 990, Part IX, Line 24e: Other Expenses | Membership: Column (A) - Total = $305; Column (B) - Program Services = $0; Column (C) - Management & General = $305; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e | Form 990, Part IX, Line 24e: Other Expenses | GIFT SHOP: Column (A) - Total = $3036; Column (B) - Program Services = $3036; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| Form 990, Part IX, Line 24e | Form 990, Part IX, Line 24e: Other Expenses | EQUIP and material: Column (A) - Total = $2827; Column (B) - Program Services = $1414; Column (C) - Management & General = $707; Column (D) - Fundraising = $706 |
| Form 990, Part IX, Line 24e | Form 990, Part IX, Line 24e: Other Expenses | Banquets: Column (A) - Total = $2354; Column (B) - Program Services = $0; Column (C) - Management & General = $1177; Column (D) - Fundraising = $1177 |
| Form 990, Part IX, Line 24e | Form 990, Part IX, Line 24e: Other Expenses | Archival materials: Column (A) - Total = $4293; Column (B) - Program Services = $4293; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 |
| Form 990, Part VI, Line 19 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | Made available upon request |
| Form 990, Part VI, Line 12c | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | Board members sign conflict of interest policy at annual meetings |
| Form 990, Part VI, Line 11 | Form 990, Part VI, Line 11: Form 990 Review Process | Board reviews 990 before it is filed |
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